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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Distribution, Llc | Boston | MA | 06/2024 | 02/2026 |
| Sandpiper Productions Llc | Hampton | NH | 01/2024 | 05/2024 |
| Vail Resorts | Newbury | NH | 12/2017 | 01/2024 |
| Impax Asset Management | Portsmouth | NH | 06/2023 | 08/2023 |
| Field Club And Boathouse | Edgartown | MA | 06/2021 | 08/2022 |
| Edgartown Yacht Club | Edgartown | MA | 06/2021 | 08/2022 |
| Bedford Bluffs Inc. | Bedford | NH | 05/2017 | 08/2020 |
| Bedford New Hampshire School District | Bedford | NH | 08/2013 | 06/2020 |
| University Of New Hampshire | Durham | NH | 06/2020 | 05/2024 |
| Natixis Advisors, Llc | Boston | MA | 06/2024 | 02/2026 |
| Morgan Stanley | Menlo Park | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-26 |
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